ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $569,491 | -10.7% | 6,383 | -4.8% | 0.02% | -4.5% |
| Q2 2023 | $637,388 | +12.5% | 6,703 | +10.7% | 0.02% | +10.0% |
| Q1 2023 | $566,781 | +3.4% | 6,056 | +0.9% | 0.02% | 0.0% |
| Q4 2022 | $548,134 | +14.9% | 6,003 | +3.6% | 0.02% | +5.3% |
| Q3 2022 | $477,000 | -57.4% | 5,792 | -53.9% | 0.02% | -52.5% |
| Q2 2022 | $1,119,000 | +312.9% | 12,574 | +374.8% | 0.04% | +166.7% |
| Q1 2022 | $271,000 | -39.4% | 2,648 | -38.2% | 0.02% | +7.1% |
| Q4 2021 | $447,000 | -1.1% | 4,287 | -4.6% | 0.01% | -6.7% |
| Q3 2021 | $452,000 | -7.0% | 4,495 | -2.7% | 0.02% | -42.3% |
| Q2 2021 | $486,000 | +4.3% | 4,618 | -0.3% | 0.03% | -3.7% |
| Q1 2021 | $466,000 | +22.3% | 4,633 | -1.4% | 0.03% | +3.8% |
| Q4 2020 | $381,000 | +30.0% | 4,697 | +96.0% | 0.03% | +18.2% |
| Q3 2020 | $293,000 | +1.7% | 2,396 | 0.0% | 0.02% | -4.3% |
| Q2 2020 | $288,000 | +161.8% | 2,396 | +114.9% | 0.02% | +130.0% |
| Q1 2020 | $110,000 | -38.2% | 1,115 | 0.0% | 0.01% | -23.1% |
| Q4 2019 | $178,000 | +1171.4% | 1,115 | +1073.7% | 0.01% | +1200.0% |
| Q3 2019 | $14,000 | +27.3% | 95 | +18.8% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | -70.3% | 80 | -68.1% | 0.00% | -66.7% |
| Q1 2019 | $37,000 | -96.4% | 251 | -96.8% | 0.00% | -96.7% |
| Q4 2018 | $1,028,000 | -72.8% | 7,803 | -65.5% | 0.09% | -68.7% |
| Q3 2018 | $3,776,000 | +6.9% | 22,620 | +4.5% | 0.29% | -0.7% |
| Q2 2018 | $3,533,000 | +10.7% | 21,643 | +4.3% | 0.30% | -4.8% |
| Q1 2018 | $3,192,000 | +9.9% | 20,759 | +11.1% | 0.31% | +12.7% |
| Q4 2017 | $2,904,000 | +15.3% | 18,687 | +11.7% | 0.28% | +6.6% |
| Q3 2017 | $2,518,000 | +1898.4% | 16,724 | +1461.5% | 0.26% | +1263.2% |
| Q4 2014 | $126,000 | +9.6% | 1,071 | 0.0% | 0.02% | +5.6% |
| Q3 2014 | $115,000 | -7.3% | 1,071 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $124,000 | +1.6% | 1,071 | 0.0% | 0.02% | +5.9% |
| Q1 2014 | $122,000 | -5.4% | 1,071 | -9.2% | 0.02% | -10.5% |
| Q4 2013 | $129,000 | +7.5% | 1,180 | -0.1% | 0.02% | 0.0% |
| Q3 2013 | $120,000 | – | 1,181 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 292,393 | $26,087 | 14.28% |
| Cosner Financial Group, LLC | 103,871 | $9,267,355 | 8.17% |
| Forbes Financial Planning, Inc. | 79,981 | $7,135,913 | 7.65% |
| Pensionmark Financial Group, LLC | 329,889 | $29,604,803 | 5.86% |
| Probity Advisors, Inc. | 275,750 | $24,602,454 | 5.67% |
| ETFIDEA, LLC | 127,397 | $11,366,319 | 4.83% |
| Sterling Financial Planning, Inc. | 86,386 | $7,707,379 | 3.95% |
| LTG Capital LLC | 38,661 | $3,449,335 | 3.64% |
| SOUTHERN CAPITAL ADVISORS, LLC | 47,835 | $4,267,806 | 3.55% |
| Ellis Investment Partners, LLC | 152,196 | $13,578,933 | 3.49% |